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In SimpleOne, records are presented in two ways: in lists and in forms. Each representation a list is the way to represent records. It consists of a number of elements and provides various ways to interact with records. In this article, list interface is described.

List interface includes the following elements:

1. Columns – – names of columns of the current table. Click You can click on a column name to call the the context menu. Change columns set and order by clicking the gear icon Image Removed.
2. Gear icon  – click this icon to change the set and order of columns displayed.
3. Search boxes – – click on the magnifier icon Image Addedat the left of column names to open the the list search boxes. Here, enter the value which a column should contain to find certain records. You can as well use the the Condition Builder to filter records (click on the funnel icon ) as well.
4. List of records – records included in the table are displayed in rows. You can select records using the checkboxes at the left to delete them or (in case it is a record picker) to select them for the list type field to delete them.
5. Information icon  – click on this icon to see the preview information about the record. See the Customizing portal and agent views article to learn more. 
6. Cell – the column value of a certain record. You can change the value using inline editing.

Inline editing

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inline editing inline editing

You can edit field values of records in the list view . In other words, you do not need to open a record to change a field value.

without opening a record form.

To edit a field in the list view, follow these steps:

1. Double-click on the cell containing the value you want need to change.
2. Depending on the type of chosen column:
   • enter the value (text-like columns).
   • select value from the drop-down list (choice-like columns).
   • select record from the dictionary by clicking the magnifier icon (reference-like columns).
   • define the date and time by clicking the calendar icon (date-like fields).
3. Click the check mark icon to apply changes (except for the choice-like columns).

Filtering

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Tables can contain a lot of records, and it gets difficult to navigate through them and find the records you need. SimpleOne provides several ways to find, filter, group, and sort records.

List view provides Lists provide three ways of searching and filtering records:

• Condition Builder
• list search boxes

• items in the column name context menu (to call it, click on the column name).

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  изменить изображение Column Image Modified Column Sort ascending – – sorts records by the column value: from smallest to largest (including choices if they have numeric value), from A to Z, from earlier dates to later dates. Sort descending – sorts records by the column value: from largest to smallest (including choices if they have numeric value), from Z to A, from later dates to earlier dates. Group: {column title} – divides records into groups by the selected column value. Info By default, the records in lists are sorted by the sys_id column the ID value in descending order.

  
  

• items in the row context menu (to call it, right-click on the cell)

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  Column Column Column Show Matching – equals to condition: [Column] is [value]Filter Out – equals to condition: [Column] is not [value]displays all records with the same column value. Filter Out – sorts out all records with the same column value. Group By – divides records into groups by the selected column value.

  
  

Condition Builder

Condition Builder is a tool that allows creating conditions to select fields with specific values and sort them in a particular order. 

It is available for the following elements:

lists (click the funnel icon Image Removed above the table)

record picker window (it appears after clicking the magnifier icon Image Removed by the 

Related Lists area (click the funnel icon Image Removed above the table).

Click the funnel icon  to expand the condition builder.

• Add dependencies using the AND and OR buttons. Also, you can add high-level conditions using these buttons in the condition builder toolbar.
• Click Run to apply filters and get the selection of records.
• You can also delete them by clicking the Clear All button.

On lists and in dictionaries, you can find breadcrumbs by the funnel icon . They represent applied conditions:

See the Condition Builder article to learn more.

List search boxes

Search boxes appear above a table in the list view. To display them, click the magnifier button  at the right corner on at the top of the list.

You can find the record you need by typing some characters, a word or several words. The search returns records that contain the specified input, that is, the . The condition equals :
to[Column] contains [value]and will be displayed in breadcrumbs.

Grouping on lists 

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Grouping records on lists allows to divide dividing all records into groups basing on the defined column of any type. As the result, the list of records is divided into sublists. That is, records with the same value form a group with the corresponding heading. The function provides information on the number of records included.

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To configure grouping, click on the column title on the basis of which you need to group the records, then choose Group: {column name}.

For example, we need to group columns reports from the Columns Reports (sys_db_columnreports) table by the Column  Type field. After configuring the grouping, the list will look like this:

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In the list view, the following options to operate the groups are available:

• Expand and collapse any group. Click on the group you want to expand or collapse.
• Expand and collapse all groups. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option in the context menu.
• Sort groups in ascending or descending order by the group name or the number of records in it. Open a context menu by clicking on one of the column titles or right-click any line in the list, and choose the corresponding option.
• Change the base column of grouping. To regroup records basing on another column, click on the column title you need and choose Regroup: {column name} in the context menu.
• Open a group in a distinct list view. Point to the group you want to open and choose Open a group in the list.

Configure list layout

In SimpleOne, configuring the List layout allows changing the list appearance. You can configure which columns appear in the list and their order.

To enter the list layout configure menu, go to the hamburger menu Image Removed and select the Configure → List layout menu option or click the gear iconImage Removedon the top left of the list.

List layouts allow users to call the record context menu. Right-click on the record you need and select one of the following options:

• Show Matching – filters fields that match with the field selected on the list view.
• Filter Out – filters the fields that do not match with the field selected on the list view.

Create reports

Use the title context menu by right-clicking on the list column titles and selecting one of the following options:

• Export Excel – exports the list into an Excel file, for further uses for various purposes.
• Open Pie Chart – presents data with the circular statistical graphics. See the Reporting article to learn more.
• Open Bar Chart – presents data with rectangular bars. See the Reporting article to learn more.

Configure list layout

In SimpleOne, you can configure your personal list layout: choose which columns appear in the list and define their order.

To do this, click on the gear iconImage Addedat the top left of the list.

Every list record has a set of fields easily customized with the Form Layout tool. To open a record form, click the first field of the record on the list. 

It is possible to view the record field information with the tooltip when hovering over the particular list field.

Create List View

with separate sets of columns for various tasks with the Configure → List layout menu features. This menu is also available when clicking the gear iconImage Removed.

List Views

All created list views are available in the hamburger menu → Views. Mark a custom view with the tick in this menu to set it as default.